Q4 2026 Siemens Ltd Earnings Call Transcript
Key Points
- Siemens Ltd (BOM:500550) reported strong order intake and revenue growth despite global uncertainties, with a 33% year-on-year increase in new orders.
- The company has a robust order backlog of INR450 billion, providing revenue visibility for future quarters.
- Siemens Ltd has been ranked as India's number one sustainable company in the Engineering, Electricals, and Electronics sector.
- The company successfully delivered the first 40 locomotives to Indian Railways, meeting contractual delivery dates.
- Siemens Ltd received an INR18 billion order for bogie extraction motors and gearboxes, indicating strong demand in the mobility sector.
- Profitability was impacted by increased material costs due to commodity pricing and foreign exchange fluctuations, with EBITDA margin declining from 12.6% to 9.7%.
- The depreciation of the rupee and volatility in commodity prices pose challenges to inflation and interest rates, which could impact future ordering.
- The Smart Infrastructure segment saw a decline in profitability due to higher input costs, despite strong order and revenue growth.
- The Digital Industries segment experienced a significant impact from the euro appreciation, affecting its profitability.
- There is uncertainty regarding the impact of the West Asia conflict and inflation on the Indian economy, which Siemens Ltd is monitoring closely.
Good morning and welcome to the Siemens Limited earnings call for the quarter ended March 31, 2026. I hope you all are in good health and have seen the results that were announced on May 26. Before we start this call, let me give you a few instructions about the technology that we are using here. We are using the Microsoft Teams platform for the meeting. (Operator Instructions) The meeting will start with a presentation by the management team of the company. Followed by Q&A. (Operator Instructions)
Moving on to the presenters, we have with us today, Mr. Sunil Mathur, Managing Director and CEO; and Mr. Wolfgang Wrumnig, Executive Director and CFO of Siemens Limited from the management team here. They will make a presentation on the performance of the company, post which we will move to the Q&A.
Before I hand over to Mr. Mathur, please note that we are taking as having read the disclaimer statement that you can see in the presentation as slide number 2 available on the website and also currently on the screen. With that, over to
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